Business Details
25 Years
experience
Your Trusted Mortgage Brokers in Bromsgrove
Proactive Insurance & Mortgage Services has been providing independent mortgage and protection advisory services since 2001. Based in Bromsgrove, Worcestershire, we specialise in delivering tailored financial solutions to clients across the West Midlands and Worcestershire regions. Our unique review process ensures ongoing mortgage and protection support throughout the entire loan term, with regular client meetings to maintain alignment with evolving needs. As an FCA-authorised firm, we combine market-leading expertise with a commitment to impartial advice, offering access to the full mortgage market and comprehensive protection products. Our team delivers face-to-face, telephone, and remote advisory services, supported by advanced technical systems for efficient product sourcing.We prioritise long-term client relationships through transparent communication and a structured approach to achieving financial goals. Our services extend beyond mortgages to include specialist insurance advice for residential and commercial clients. With over two decades of experience, we maintain a reputation for professional service excellence while adhering to strict regulatory standards. Our administration fee structure for mortgage applications is clearly communicated upfront, ensuring complete transparency. We actively support clients through all stages of the mortgage journey, from initial research to final completion.
Services
Mortgage Brokers
Protection Advice
Home Insurance
Buy to Let Mortgages
Commercial Insurance
Details
- Year established: 2001
Highlights and features
- Established in 2001 with continuous FCA authorisation
- Unique mortgage review process for long-term support
- Access to the entire mortgage market through advanced systems
- Transparent administration fee structure at 295
- Specialist insurance advice for residential and commercial clients
Associations and certifications
- Financial Conduct Authority
What people say
Friendly, fast and efficient
Outstanding Service
Quick & Reliable
Always called me back
Very Happy Indeed
Services
Mortgage Brokers
We provide independent mortgage brokerage services with access to the complete market. Our FCA-regulated advisers help clients secure competitive mortgage products tailored to their specific circumstances. With over two decades of experience, we offer expert guidance through every stage of the mortgage process from initial research to completion.
Protection Advice
Our protection services include life insurance, critical illness cover, and income protection policies. We help clients safeguard their financial future by recommending appropriate protection products that work alongside their mortgage arrangements. Our advisers ensure clients understand different policy options and select coverage that meets their individual needs.
Home Insurance
We offer comprehensive home insurance solutions including buildings and contents coverage. Our services help homeowners secure appropriate protection against risks like fire, flood, and theft. We provide advice on policy features and help clients understand coverage limitations, including unoccupied property considerations.
Buy to Let Mortgages
Specialist buy-to-let mortgage advice for property investors. We help clients navigate the unique requirements of investment property financing, including tax implications and rental income considerations. Our services cover portfolio management and remortgaging strategies for landlords.
Commercial Insurance
We provide commercial insurance solutions for businesses, including professional liability and property coverage. Our advisers help commercial clients understand different policy options and secure appropriate protection for their specific business operations and risk profiles.
People
Proactive Insurance & Mortgage Services Team
Advisory Team
Our FCA-authorised team combines mortgage expertise with protection product knowledge, delivering tailored financial solutions to residential and commercial clients across Worcestershire and the West Midlands.
Questions
What mortgage types do you specialise in?
We offer purchase mortgages, remortgages, buy-to-let, commercial, and specialist mortgages tailored to individual circumstances.
How do your mortgage review services work?
Our unique review process includes regular meetings to ensure your mortgage continues meeting your needs throughout its term.
What protection products do you offer?
We provide life insurance, critical illness cover, income protection, and family income benefit policies to safeguard your financial future.
Do you charge for mortgage advice?
We don't charge for advice, but an administration fee of £295 applies when submitting mortgage applications.
Which areas do you serve?
We primarily serve Bromsgrove, Worcestershire, and the wider West Midlands region.
